Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,527 | $78,690+248.9% | $161,489+70.0% | $87,485+213.8% |
| Participation rate | 72.0% | 67.5%+4.5pp | 78.7%-6.7pp | 68.9%+3.1pp |
| Annual return | 16.06% | 32.74%-16.7pp | 89.72%-73.7pp | 26.06%-10.0pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,249 | $3,311-1.9% | $5,630-42.3% | $4,274-24.0% |
| Admin fee / account holder | $6,204 | $6,724-7.7% | $16,006-61.2% | $7,775-20.2% |